CJ
SCHV

Caitlin John’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Caitlin John’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.4K Buy
+700
New +$23.1K 0.01% 469

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Caitlin John's SCHV Position: Q2 2026 in Review

Caitlin John opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 700 shares worth $24.4K. The stake represents 0.01% of the portfolio and ranks #469 among its holdings.

987 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Caitlin John held 700 shares of Schwab US Large-Cap Value ETF worth $24.4K as of Q2 2026.
  • Schwab US Large-Cap Value ETF was a new Caitlin John position in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.01% of Caitlin John's portfolio in Q2 2026, its #469 holding.
  • 987 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.